Annual Business Plan & Quarterly Action Plan Reviews
The Problem This Service Solves
Many business owners have goals, but no clear, documented plan to achieve them — let alone regular reviews to track progress. As a result, strategic priorities get lost in the day-to-day. Without structure, vision fades and momentum stalls.
Who Is It For?
This service is ideal for growth-minded business owners — especially those managing a team or juggling multiple priorities. Whether you're a sole director or part of a larger leadership team, this process helps you align focus, direction, and daily execution.
Why It’s Important to Act
Without a plan, you’re leaving results to chance. Annual goals can easily become wishful thinking if they’re not backed by strategy, timelines, and accountability. A proper business plan keeps your team aligned and your efforts focused — so your ambitions turn into achievements.
Why Now?
Every quarter that passes without a clear plan is a missed opportunity. If you’re serious about making the next 12 months count, now is the time to step back, reset, and get proactive about your success.
What Are the Options?
You could:
- Keep reacting to issues without a clear path forward
- Make plans in your head that never get shared or acted on
- Hope the business 'figures itself out' eventually
- Or, join a focused planning session that gives structure to your ideas and converts them into action
What We Can Do
You’ll attend a structured business planning session facilitated by Positive Practice. Before the session, we’ll send you tailored pre-work to help you reflect on key challenges and opportunities.
During the session, we’ll:
- Clarify your personal and business goals for the next 12 months
- Create a strategy-based action plan to support those goals
- Define Gross Revenue Targets and KPIs
- Identify strengths, vulnerabilities, and immediate critical issues
- Build your first 90-Day Action Plan to accelerate progress
Each quarter, we’ll review performance, refine strategies, and update your plan.
Investment
This high-impact planning program is available for an annual fee of £XXX, which includes the initial full-day session and three quarterly reviews. We also offer it as part of our ongoing advisory packages for Virtual Financial Controller or Director clients.
What Others Say
"The planning session brought incredible clarity to our leadership team. We now have a shared vision, tangible goals, and a process to keep us on track. It’s changed how we run the business."
— Sarah L., Health & Wellness Practice Owner
What to Do Now
If you're ready to move from overwhelm to organised execution, book your Business Planning session now.
👉 Book Your Planning Session
The Bonus
We’ll also provide:
- A customisable business plan document to communicate your strategy
- A performance review template to track results vs. targets
- Guidance on setting team goals aligned to your business objectives
The Guarantee
If you don’t leave your session with a clearer direction, focused goals, and practical next steps, we won’t charge you. That’s our strategic clarity guarantee.